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As the primary point of contact predominately over email and website portals, you'll be part of a small, friendly team who value the administrative support they can provide to their key client networks, as well as wider business.
You'll be fully trained in all their department activities, which are split into 4 key areas, with focus on meeting deadlines and exceeding customer and client expectations.
Overall, they require someone who thrives in an administrative led position - it'll call upon your strong eye for detail, accuracy in data and numerical entry, confidence when checking for errors before final submissions back to clients.
You'll be liaising with other departments across the business, including customer services, payments and accounts.
Key areas will include:
- Manage and prepare documentation for financial checks
- Maintaining credit documentation for clients
- Complete, provide and send all relevant financial documentation and agreements
- Providing support to field based colleagues
- Provide finance quotations
- Loading proposals onto the system
Ideally you already have:
- Experience working within a Financial or Insurance environment
- Ability to work under pressure within a team as well as on your own initiative
- A confident communicator across multiple platforms
- Great attention to detail
- Microsoft packages including Excel
Refer a friend and earn up to 500!
Unfortunately, due to high numbers of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within 5 days, please assume that you have not been shortlisted on this occasion.
By applying for this vacancy, you accept Lloyd Recruitment Services Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.
Lloyd Recruitment Services are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.
